Effective Board Engagement With Shareholders

As part of its strategy to facilitate the interface between issuers, investors, analysts and the media, while promoting best practices in this area, the JSE has been offering professional Investor Relations training since July 2014. These educational seminars have been highly rated: 94% of the participants said they were extremely satisfied as they found the courses to be relevant to their role and useful to practically improve their skills. Our courses offer you a unique, unbiased chance to revisit your investment case to maximize investor appeal, while developing and maintaining the right shareholder base.

Why should you attend

The competition for capital is fiercer than it’s ever been. Finding the right shareholders for your business is becoming more and more complex in our global world. Gone are the days when senior management could count on the share price to take care of itself - even when financial results are sound.

With the advent of King IV, effective shareholder engagement is becoming a critical success factor of good corporate governance in South Africa. From a reputation perspective, some companies have paid a dear price for failing to have their boards of directors proactively engage in a productive dialogue with their shareholders, current and potential. As a consequence, they have fallen prey to highly-publicized cases of activism or strong investor disapproval, all of which ultimately hurt their valuation. In this day and age, no company is immune from such risks, which can however be largely alleviated before the crisis hits, with the implementation of the right strategy and protocols. Indeed, investors increasingly expect to meet not only with senior management, but also with directors to discuss key issues such as strategic directions, executive compensation and board composition. Having a robust, competent Investor Relations function in place at the highest level of the company is pivotal for long-term benefit of all shareholders.

Course outline:During this half-day interactive course, participants will learn why it is critical to conduct regular assessments of investor sentiment, how to go beyond standard shareholder identification techniques to get a better understanding of their shareholder base, its behaviour patterns and expectations. They will identify the type of organization, skill sets, tools and processes it takes to ensure smooth, continuous and constructive dialogue between the company and the investment community.

Who should attend?

· Directors

· CEOs, CFOs

· Company secretaries

· Investor Relations Officers

What you will learn:

· How to decide whether board members should engage directly with shareholders

· How to develop a governance roadshow

· How to avoid but also to prepare for shareholder activism

Instructor

The course The course will be delivered by Anne Guimard, PhD, founder and President of FINEO Investor Relations Advisors & The School of Investor Relations. To this day, FINEO is the only Investor Relations firm in the world to offer comprehensive, highly customizable Investor Relations training programs. More than 1,500 companies in nearly 70 countries have been advised and/or trained over the past 20 years. FINEO has been providing Investor Relations training at the JSE since 2014 with satisfaction ratings exceeding 90%.

A trusted advisor to Boards and leadership teams, Anne is an internationally respected expert in Investor Relations and shareholder engagement and the author of several books and publications.

Please note that a 50% surcharge is applicable to agencies.

Dates: TBA

Time: 09:00 to 13:00

Cost: R6 500.00 per delegate ex VAT.​

Book early to take advantage of our Early Bird discount of R5,600.00 per delegate excl VAT (available up until 30 April 2018)

Venue: JSE, 1 Gwen Lane, Sandton. Refreshments will be provided. Safe parking is available on the premises.

The course delivery is subject to a minimum attendance. Course date to be confirmed on 18 May 2018, all attendees will receive a course certificate on completion and CPD points.